Past performance is no guarantee of future returns.
Had you invested
₹
Over the last
1Y
3Y
ALL
Your returns would have been
Sundaram Flexi Cap IDCW Reinvest (DR)
₹1,00,00,00,000
14.0%
Fixed deposit
₹40,00,00,000
6.0%
Bank savings
₹40,00,00,000
3.0%
See fund holdings as of 29th Feb
Top holdings
Reliance Industries Ltd
7.7%
HDFC Bank Ltd
7.6%
ICICI Bank Ltd
4.9%
Infosys Ltd
4.8%
Larsen & Toubro Ltd
3.4%
Sun Pharmaceuticals Industries Ltd
2.7%
State Bank of India
2.6%
UltraTech Cement Ltd
2.4%
Tata Consultancy Services Ltd
2.3%
Triveni Turbine Ltd
2.3%
Top industry exposure
Financial Services
32.4%
Technology
11.4%
Industrials
11.2%
Consumer Defensive
9.3%
Healthcare
8.5%
Other information
Minimum SIP
₹100
Minimum lumpsum
₹100
Additional lumpsum
₹100
Portfolio turnover
39%
Lock-in period
-
Exit load
• 1% for redemption within 365 days
Fund objective
To generate capital appreciation by dynamically investing in a mix of equity and equity related instruments across market capitalization (i.e., large, mid and small cap stocks).